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Schwab Fundamental International Large Company Index ETF

233 hedge funds and large institutions have $4.09B invested in Schwab Fundamental International Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 79 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 18

41% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 56

20% more funds holding

Funds holding: 194233 (+39)

12% more capital invested

Capital invested by funds: $3.66B → $4.09B (+$436M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.62% more ownership

Funds ownership: 82.41%84.03% (+1.6%)

Holders
233
Holders Change
+39
Holders Change %
+20.1%
% of All Funds
4.59%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
57
Increased
79
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
176
Lindbrook Capital
California
$58K +$57.1K +2,006 New
LFG
177
LifePlan Financial Group
Ohio
$51K
SMG
178
Spectrum Management Group
Indiana
$48K +$47.6K +1,672 New
RG
179
Retirement Group
California
$46K +$45.4K +1,593 New
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$40K +$3.13K +110 +9%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$39K +$38.8K +1,363 New
SSB
182
Sandy Spring Bank
Maryland
$38K +$37.7K +1,324 New
JFA
183
JNBA Financial Advisors
Minnesota
$36K +$627 +22 +2%
CTB
184
Country Trust Bank
Illinois
$35K
BFC
185
Bedel Financial Consulting
Indiana
$35K +$798 +28 +2%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$33K
AA
187
Ancora Advisors
Ohio
$31K +$30.8K +1,081 New
BWM
188
BerganKDV Wealth Management
Minnesota
$29K -$234K -8,211 -89%
GRP
189
Global Retirement Partners
California
$29K
JP Morgan Chase
190
JP Morgan Chase
New York
$28K +$1.31K +46 +5%
MA
191
MCF Advisors
Kentucky
$24K
ME
192
McIlrath & Eck
Washington
$24K
DI
193
Disciplined Investments
Oklahoma
$24K +$24.1K +845 New
MA
194
MUFG Americas
New York
$18K
AC
195
AlphaCore Capital
California
$17K +$16.8K +589 New
IA
196
IFP Advisors
Florida
$15K -$96.5K -3,389 -87%
CAGAS
197
Capital Advisory Group Advisory Services
Minnesota
$14K +$13.4K +471 New
FRA
198
Front Row Advisors
California
$13K
Deutsche Bank
199
Deutsche Bank
Germany
$13K +$13.7K +481 New
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$12K

FNDF Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q4 2019, worth a combined $4.09B — up 12% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FNDF positions and 18 closed out — a net gain of 39 holders — while 79 added to existing stakes and 56 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $165M. The largest seller was Jane Street, exiting entirely with an estimated $7.29M sold.

  • 233 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q4 2019, up from 194 in Q3 2019.
  • Funds reported $4.09B of Schwab Fundamental International Large Company Index ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 57 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q4 2019 and 18 closed out, a net change of +39 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $165M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q4 2019 was Jane Street, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2019.